AI for the Affluent Market™
How Smart Advisors and Luxury Brokers Are Using Artificial Intelligence to Attract High-Net-Worth Clients Faster, Smarter, and with Greater Precision Than Ever Before
The Future of Affluent Marketing Has Arrived
Every day, AI is changing how the wealthy buy, invest, and decide whom to trust.
And yet, most advisors and brokers are still using the same outreach methods they relied on ten years ago.
AI for the Affluent Market™ is your blueprint for staying ahead of that curve—
a deep-dive training on how to leverage intelligent marketing to attract and convert affluent clients without losing the human touch that makes you irreplaceable.
This isn’t theory.
It’s a practical, field-tested playbook drawn from what’s actually working inside the top 1% of wealth management firms and luxury real-estate teams right now.
What You’ll Learn Inside
By the end of this program, you’ll know exactly how to:
💡 Find high-net-worth prospects before they raise their hand.
Use predictive AI tools and data mapping to identify who’s most likely to buy, sell, invest, or transfer assets—months before your competitors notice.
🤝 Turn networking into precision relationship-building.
Learn how top advisors use AI-powered relationship graphs to see who’s connected to whom—so every introduction, every event, and every follow-up hits the mark.
🎯 Run smarter, quieter advertising campaigns that attract the right people.
Discover how the best firms are replacing “spray and pray” with micro-targeted AI campaigns that deliver boutique visibility and prestige-level clients.
🧠 Transform your website into a private concierge.
Step-by-step, you’ll learn how to create an adaptive digital presence that greets visitors personally, adjusts to their interests, and makes every touchpoint feel exclusive.
📈 Automate intelligently—without losing your brand voice.
Use AI to draft outreach, letters, and reports that sound like you—only faster, more polished, and perfectly timed.
🗺️ Resources that the best in class advisors, consultants and luxury real estate agents are using to implement AI today.
💎 Position yourself as the high-IQ, high-EQ advisor the affluent prefer.
Because when every competitor has technology, taste and trust become your ultimate differentiators.
What’s Inside the Program
Inside AI for the Affluent Market™, you’ll get:
- A full keynote-length training (≈60 minutes) you can watch or listen to anytime.
- Real-world case studies from Morgan Stanley, Luxury Presence, Compass, and Porta da Frente Christie’s—showing how AI is already reshaping wealth and luxury markets.
- Narrative teaching segments like The Advisor Who Thought Networking Was Dead and The Broker Who Discovered the New Power of Story—practical lessons told through real-life characters.
- Downloadable Implementation Blueprint outlining your first 90 days and two-year progression.
- A bonus AI Resource Guide with the best tools, prompts, and systems for advisors and brokers.
What Professionals Are Saying
Why Listen to Me
I’m Mark Satterfield, and for over three decades I’ve helped professionals master the art and science of attracting affluent clients.
📖 I’m the author of multiple #1 Amazon Best Sellers, including:
The Affluent Marketing Blueprint, The Luxury Agent Playbook, The Velvet Rope Playbook, and The Gilded Revival.
🎙️ I host The Velvet Rope Playbook, one of America’s top-ranked marketing podcasts for professionals who sell to the affluent.
🚀 My consulting clients include elite real-estate teams, private wealth advisors, and boutique consultancies that now dominate their markets through clarity, psychology, and exclusivity marketing.
I’ve spent my career helping experts like you stop chasing prospects and start attracting clients who already want to work with you.
The Benefits You’ll Walk Away With
After completing AI for the Affluent Market™, you’ll:
- See exactly how AI will reshape wealth and luxury marketing over the next five years—and where the opportunities really are.
- Know which tools and workflows to implement right now for faster, easier client acquisition.
- Have a library of proven phrases, frameworks, and strategies for AI-powered personalization that keeps your outreach elegant, never robotic.
- Understand how to use data ethically to strengthen relationships, not cheapen them.
- Have a clear system for identifying high-value prospects, initiating conversations, and following up with perfect timing.
- Feel confident discussing AI with high-net-worth clients—positioning yourself as an innovator, not a follower.
- Reclaim hours of time while increasing both the quality and quantity of affluent opportunities coming your way.
What’s the Investment?
I created AI for the Affluent Market™ for serious professionals who want to stay ahead of the curve—and win the trust of the world’s wealthiest clients.
You have two ways to access the program:
🚪 Option 1: One-Time Investment — $695
Make a single investment of $695 and get instant, lifetime access to the full AI for the Affluent Market™ training.
You’ll learn how to harness AI to find, attract, and engage affluent clients with intelligence, precision, and authenticity—before your competitors even know what’s happening.
This is the same framework I teach privately to top producers in real estate, wealth management, and consulting nationwide.
🚀 Option 2: Get It FREE with a Whales Not Minnows Subscription
You can also access AI for the Affluent Market™ for free when you join Whales Not Minnows, my premium video newsletter.
Whales Not Minnows delivers twice-monthly, masterclass-level lessons on affluent marketing, psychology, and exclusivity strategy—teaching you how to attract wealthier, easier-to-work-with clients who respect your time and pay your full value.
As a subscriber, you’ll unlock not only AI for the Affluent Market™ but also the complete vault of programs inside Whales Not Minnows, including:
- The High-Net-Worth Confidence Code
- Badass & In Demand with the Affluent
- The Velvet Introduction
- And new releases added every month
Your Choice Is Simple
🚫 Keep guessing how to market in an AI world—while others with less experience quietly capture your ideal clients.
💎 Or master AI for the Affluent Market™ and become the advisor, agent, or consultant the wealthy seek out first.
If you’re serious about elevating your marketing intelligence, protecting your positioning, and attracting more affluent clients than ever before—this program is your roadmap.
👉 Enroll Now — $695
or
👉 Get It FREE Today When You Subscribe to Whales Not Minnows
My products are sold for educational purposes only. Please understand the results I'm sharing with you are not typical. I’m not implying you’ll duplicate them (or achieve anything for that matter). The average person who buys any “how to” information gets little to no results. Everything on this page are references for example purposes only. Your results will vary and depend on many factors …including but not limited to your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action. If you're not willing to accept that, please do not get this product.